Rep types and when to use each
Three Rep families — Ask, Capture and Answers — and the options inside each.
A Rep is the on-site surface that answers visitor questions and moves them to an action. Create and manage Reps under Reps on a site (/sites/{site}/reps).
There are three families. Pick the family by what the Rep should do, then pick an option for where it lives or what it collects.
Ask Rep — answer questions on the page
The full Arrive → Ask → Answer → Act experience. A visitor asks in their own words, gets a grounded answer with citations from your crawled pages, then an action. Same Rep everywhere — you only choose the placement.
| Placement | Use it when |
|---|---|
| Inline in the page | You want a compact ask box in a specific section. |
| Hero | It should carry the top of the page, with eyebrow, title and subtitle. |
| Chatbot panel | The site wants a persistent assistant with follow-ups and a teaser bubble. |
| Floating button | You want an always-available corner button with no visual weight. |
| Sticky bottom bar | A slim, persistent prompt across every page. |
| Discreet nav icon | The design cannot take a floating element — reads as native site search. |
| Exit intent | You want one last prompt when a visitor looks like they are leaving. |
See Choosing where an Ask Rep lives and Exit-intent Ask Rep.
Capture Rep — collect the enquiry
A form that lands in your Leads inbox. One family, three modes:
- Drafted brief — chip selectors plus an auto-composed message, for enquiry-heavy services work.
- Contact details — a configurable contact form.
- Meeting request — preferred dates and time-of-day; you confirm by email.
Answers Rep — publish what you already answer
Your published FAQ entries as an on-page accordion, with an optional ask box on top. Two placements: an anchored block where you drop the anchor, or auto placed with a single script tag. See Auto-placed Answers Rep.
Choosing
Start with an Ask Rep on the highest-intent template (service or product pages). Add a Capture Rep where the enquiry actually happens. Add an Answers Rep once you have enough repeat questions worth publishing.
What about CTA-only?
CTA-only is not a type — it is a setting. On any Ask Rep, turn off the inline form under Customize → After the answer and set a call, booking link or page instead. Use this when the client already has their own enquiry form or prefers phone calls.
Related Articles
Positioning a Rep and mobile clearance
Move the Rep bubble to any corner and offset it so it never covers other floating UI.
Tracking conversions that happen off the Rep
Phone taps, mailto links and native form submissions can count toward the Conversion score.
Choosing where an Ask Rep lives
Seven placements for the Ask Rep, what each one suits, and the mobile details that matter.